Civic Intelligence

Frederick H Gillmore Fund

EIN 11-2516289 • Santa Barbara, CA

1414 LA Vereda LnSanta Barbara, CA 93108
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

43rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

44th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$500k-$1M nonprofits • Source year 2024

Net Margin

67th percentile

16%

Higher net margin than 67% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Top Officer Pay

58th percentile

$0

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

$500k-$1M nonprofits • Source year 2024

Asset Growth

49th percentile

1.9%

Faster asset growth than 49% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

37th percentile

0.1%

Faster revenue growth than 37% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Up

$587,748

Up $11,186 (+1.9%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$587,748

Up $11,186 (+1.9%) from 2023

Operations
Liabilities / Revenue44th percentileNet Margin67th percentile

Revenue

Up

$70,350

Up $39 (+0.1%) from 2023

Expenses

Up

$59,164

Up $3,721 (+6.7%) from 2023

Net Income

Down

$11,186

Down $3,682 (-25%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth49th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$800K$600K$400K$200K$0Assets 2011: $476,616Liabilities 2011: $02011Assets 2012: $448,591Liabilities 2012: $02012Assets 2013: $650,470Liabilities 2013: $02013Assets 2014: $633,116Liabilities 2014: $02014Assets 2015: $623,221Liabilities 2015: $02015Assets 2017: $605,397Liabilities 2017: $0Net Assets 2017: $605,3972017Assets 2018: $603,189Liabilities 2018: $0Net Assets 2018: $603,1892018Assets 2019: $600,186Liabilities 2019: $0Net Assets 2019: $600,1862019Assets 2020: $593,719Liabilities 2020: $0Net Assets 2020: $593,7192020Assets 2021: $589,690Liabilities 2021: $0Net Assets 2021: $589,6902021Assets 2022: $561,694Liabilities 2022: $0Net Assets 2022: $561,6942022Assets 2023: $576,562Liabilities 2023: $0Net Assets 2023: $576,5622023Assets 2024: $587,748Liabilities 2024: $0Net Assets 2024: $587,7482024

Highlighted filing

2024

Assets$587,748
Liabilities$0
Net Assets$587,748
Open 2024 Filing

Operations Trend

Revenue Growth37th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100KRevenue 2011: $18,129Expenses 2011: $46,340Net Income 2011: -$28,2112011Revenue 2012: $13,358Expenses 2012: $41,383Net Income 2012: -$28,0252012Revenue 2013: $241,297Expenses 2013: $39,418Net Income 2013: $201,8792013Revenue 2014: $29,718Expenses 2014: $47,072Net Income 2014: -$17,3542014Revenue 2015: $29,387Expenses 2015: $39,293Net Income 2015: -$9,9062015Revenue 2017: $49,833Expenses 2017: $47,418Net Income 2017: $2,4152017Revenue 2018: $45,082Expenses 2018: $47,290Net Income 2018: -$2,2082018Revenue 2019: $41,848Expenses 2019: $44,851Net Income 2019: -$3,0032019Revenue 2020: $38,654Expenses 2020: $45,121Net Income 2020: -$6,4672020Revenue 2021: $49,341Expenses 2021: $53,370Net Income 2021: -$4,0292021Revenue 2022: $18,993Expenses 2022: $46,989Net Income 2022: -$27,9962022Revenue 2023: $70,311Expenses 2023: $55,443Net Income 2023: $14,8682023Revenue 2024: $70,350Expenses 2024: $59,164Net Income 2024: $11,1862024

Highlighted filing

2024

Revenue$70,350
Expenses$59,164
Net Income$11,186
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$587,748
Liabilities
$0
Net assets
$587,748
Revenue
$70,350
Expenses
$59,164
Net income
$11,186
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.88$0.00$5.88$0.70$0.59$0.11
2023Detailed filing. Detailed filing data is available for this year.$5.77$0.00$5.77$0.70$0.55$0.15
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.62$0.00$5.62$0.19$0.47$0.28
2021Detailed filing. Detailed filing data is available for this year.$5.90$0.00$5.90$0.49$0.53$0.04
2020Detailed filing. Detailed filing data is available for this year.$5.94$0.00$5.94$0.39$0.45$0.06
2019Detailed filing. Detailed filing data is available for this year.$6.00$0.00$6.00$0.42$0.45$0.03
2018Detailed filing. Detailed filing data is available for this year.$6.03$0.00$6.03$0.45$0.47$0.02
2017Detailed filing. Detailed filing data is available for this year.$6.05$0.00$6.05$0.50$0.47$0.02
2015Summary only. Only limited summary data is available for this year.$6.23$0.00$0.29$0.39$0.10
2014Summary only. Only limited summary data is available for this year.$6.33$0.00$0.30$0.47$0.17
2013Summary only. Only limited summary data is available for this year.$6.50$0.00$2.41$0.39$2.02
2012Summary only. Only limited summary data is available for this year.$4.49$0.00$0.13$0.41$0.28
2011Summary only. Only limited summary data is available for this year.$4.77$0.00$0.18$0.46$0.28
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Feb 27, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FREDERICK H GILLMORE JRTrustee-$0--
CAROL TIFFANYTrustee-$0--
LYN G COOKTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Frederick H Gillmore Fund
EIN
11-2516289
Phone
9176285938
Address
1414 LA VEREDA LN, SANTA BARBARA, CA 93108

Signing Officer

Name
Frederick H Gillmore Jr
Title
Trustee
Phone
2126283346
Signed
2025-02-27
Discuss with paid preparer
Yes

Preparer

Firm
Berti Spechler Sarmiento Mckay & Co Llp
Address
1933 CLIFF DR STE 26, SANTA BARBARA, CA 93109-1591
Preparer
Jan a Bradshaw CPA
Phone
8059630571
Raw XML Appendix350 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt10MY FRIENDS'S PLACE-MF PLACE INC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt12GREENWICH HISTORICAL SOCIETY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5122 NORTH ST
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt8300 PULTENEY ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt92990 S SEPULVEDA BLVD
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1247 STRICKLAND RD
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IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt050393
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt050393
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt010321
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0415
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01233
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt03925
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt04308
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt04308
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt022651
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt06757
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt010321
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0415
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01233
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt03925
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt057150
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt06757
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt026959
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt020202
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
TaxesSchedule/TaxesDetail/Amt0150
TaxesSchedule/TaxesDetail/Amt11034
TaxesSchedule/TaxesDetail/Amt2980
TaxesSchedule/TaxesDetail/CategoryTxt0FILING FEES
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt2FEDERAL TAX 2023
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0150
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01034
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0FREDERICK H GILLMORE JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02126283346
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-02-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FREDERICK H GILLMORE FUND
ReturnHeader/Filer/BusinessNameControlTxt0FRED
ReturnHeader/Filer/EIN0112516289
ReturnHeader/Filer/PhoneNum09176285938
ReturnHeader/Filer/USAddress/AddressLine1Txt01414 LA VEREDA LN
ReturnHeader/Filer/USAddress/CityNm0SANTA BARBARA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093108
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0770048636
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BERTI SPECHLER SARMIENTO MCKAY & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01933 CLIFF DR STE 26
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SANTA BARBARA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0931091591
ReturnHeader/PreparerPersonGrp/PhoneNum08059630571
ReturnHeader/PreparerPersonGrp/PreparationDt02025-02-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAN A BRADSHAW CPA
ReturnHeader/ReturnTs02025-03-19T15:59:20-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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